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Wisdomtree Tr barclays zero shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Wisdomtree Tr barclays zero (AGZD) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in Wisdomtree Tr barclays zero

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr barclays zero held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr barclays zero by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.1M 227k 22.42
2024-06-30 $5.1M 229k 22.30
2024-03-31 $5.3M 239k 22.08
2023-12-31 $5.5M 250k 21.92
2023-09-30 $6.0M 269k 22.16
2023-06-30 $5.4M 122k 44.24

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Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
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Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Growth Etf Etf (VUG)
Vanguard Small-cap Etf Etf (VB)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial Advisors

Top funds holding Wisdomtree Tr barclays zero

Modern Wealth Management
Trilogy Capital
LPL Financial
Bank of America Corporation
HighTower Advisors
Captrust Financial Advisors
McAdam
WBI Investments
Silver Oak Securities
Cambridge Investment Research Advisors
Stifel Financial
Sykon Capital
Sigma Planning
AXS Investments
Tower Wealth Partners

View all funds holding Wisdomtree Tr barclays zero